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Wednesday 19 August 2026
Commentary: Tsinghua Unigroup distances itself from failed US$15 billion Dongguan chip-cloud project

Tsinghua Unigroup's former "chip-to-cloud" expansion strategy unraveled after a debt crisis in 2020 and subsequent bankruptcy restructuring...

Wednesday 19 August 2026
Taiwanese firms' China investment returns hit record high on AI boom

Driven by surging global demand for AI and high-performance computing (HPC), Taiwanese listed companies achieved record combined profits...

Wednesday 19 August 2026
Samsung and SK hynix build KRW278 trillion cash pile on AI memory surge

Samsung Electronics and SK hynix have amassed a combined KRW278 trillion (approx. US$196.9 billion) in cash equivalents and short-term...

Wednesday 19 August 2026
South Korea looks beyond chips and AI with bets on SMRs, fusion and quantum

South Korea is looking beyond semiconductors and artificial intelligence for its next generation of strategic industries, naming seven...

Wednesday 19 August 2026
Hanmi Semiconductor scales up bonding capacity with US$91.4 million plant buy amid AI packaging boom

Amid a global shortage of AI semiconductor equipment, Hanmi Semiconductor announced on August 18 that it will acquire a factory owned...

Wednesday 19 August 2026
US pushes South Korea to prioritize memory chip investment in trade talks
US officials have pressed South Korea to make memory chip manufacturing its first strategic investment in the US, according to a report cited by JoongAng Daily. The claim...
Tuesday 18 August 2026
AI pays off for 80% of Taiwan enterprises — but data gaps loom, study found

Data analytics firm Dun & Bradstreet released its "Taiwan Enterprise AI Momentum Index" for the third quarter of 2026, revealing...

Tuesday 18 August 2026
Huawei Hubble builds China's InP optical chip stack for the AI interconnect era
Huawei's semiconductor investment arm is seeing an earlier optical-chip strategy line up with the AI infrastructure boom. Since 2019, Hubble Technology Investment Co. has backed a...
Tuesday 18 August 2026
Asus lifts server outlook, Supermicro orders hit record highs as Nvidia gears up to beat guidance

Concerns over whether the AI surge is a bubble continue to linger. However, recent indicators—from Nvidia's latest capital initiatives...

Tuesday 18 August 2026
South Korea's NPS backs AI optical link amid US scrutiny

South Korea's National Pension Service (NPS) has drawn fresh attention after joining a cornerstone investment in the Hong Kong IPO...

Tuesday 18 August 2026
India moves beyond electronics assembly as new approvals deepen component and equipment ambitions

India is moving into the next phase of its electronics manufacturing strategy, using its progress in downstream assembly as a base...

Tuesday 18 August 2026
Why AMD still owns US$565M of SpaceX shares after Musk chose Nvidia
Elon Musk has made SpaceX's AI hardware strategy unusually clear: future infrastructure will rely exclusively on Nvidia chips and technology. Yet AMD, Nvidia's largest rival in AI...
Monday 17 August 2026
SK keyfoundry expands 8-inch capacity as China demand strains supply

SK keyfoundry has approved KRW90 billion (approx. US$64 million) in capital spending to expand its 8-inch foundry capacity, a rare...

Monday 17 August 2026
TSMC overseas fabs see profit flip in 1H26, Arizona surges 663% YoY

Since 2020, when TSMC began its overseas manufacturing buildout, the company has tracked financial results at its foreign subsidiaries...

Monday 17 August 2026
Nvidia closing in on US$100B credit guarantee deal for OpenAI's Ohio data center
Nvidia is approaching an agreement to provide credit guarantees of around US$100 billion for OpenAI's 10GW data center in Ohio, among the largest AI infrastructure projects ever, according...